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Timix.AI Timix.AI

Tutorial

Roles & permissions

Who can see and do what: the six roles, how financial data stays protected, and how to invite members and assign the right access.

Intermediate 7 min

Before you start

Roles decide who can see and do what — and, just as importantly, who can’t see the sensitive money behind your hours. Getting them right means the whole team gets the visibility they need without anyone seeing more than they should.

The six roles

Timix.AI has six roles, from full control down to read-only:

  • Owner — full control of the workspace, including its lifecycle and billing.
  • Admin — full configuration of customers, projects, users, and settings.
  • Finance — financial visibility and billing: cost rates, margin, invoicing.
  • Manager — reviews and approves their assigned team’s time, and watches their projects’ budgets.
  • Member — logs their own time.
  • Viewer — read-only access.

Manage members

Open Organization → Users. The User Management page lists every member with their role, status, and a plain-English access level — so it’s clear at a glance who can do what. Use Invite User to add someone and set their role as you invite them.

The User Management page — members with their roles and access levels

Financial data stays protected

The most important line is the financial one: only Owner, Admin, and Finance see money — cost rates, margin, and profit. Everyone else works with hours, budgets, and utilization, but the sensitive figures are redacted for them. That’s what lets you give a Manager full visibility into their team’s capacity and budget health without ever exposing what the work costs or earns.

Scoped access

A Manager’s access is scoped to their assigned people and projects — one focused queue and budget view, not the whole org. Combined with the financial redaction, this is least-privilege by default: each person sees exactly the slice of the workspace their job needs.

FAQ

Frequently asked

Who can see financial data like cost rates and margin?

Only Owner, Admin, and Finance see financial figures — cost rates, margin, and profit. Managers, Members, and Viewers work with hours and budgets but never see the sensitive money behind them, so you can give the whole team visibility into utilization without exposing margins.

Does a Manager approve everyone's time?

No — a Manager's reach is scoped to the people and work assigned to them. They approve their own team's time and watch their own projects' budgets, not the whole organization's.

How do I change someone's role?

On the User Management page, open a member and set their role. Roles take effect immediately, so you can promote, restrict, or hand off responsibilities as your team changes.

Ready when you are

Put it into practice

Track billable hours, budgets, utilization and margin in one tool — free for 90 days, no credit card.